Speaker management information Please complete the relevant sections of the form below. We need this information to start your speaker management services. Managed Speaker Information Name Name Name Name Email Confirm Email 1) For general collaboration What do you use for creating docs and spreadsheets? E.g., Google Docs, Google Sheets, Microsoft Office… 2) For outreach and email management What email client do you use to access emails? E.g., Gmail, Google Workspace, Microsoft Outlook… What email marketing platform do you use, if any? E.g., Mailchimp, Sendinblue, OmniSend, ConvertKit, GetResponse… What email outreach platform do you use, if any? Change outreach and email management platforms * I understand that I may need to change one or more of these platforms. In order to get the best results for you, we may suggest that you change one or more of these platforms. Please confirm that this is acceptable by checking this box. 3) For website management Do you have a domain name that will be used for your speaking website? If so, please enter the domain name above. Where is this domain registered? Where is this domain hosted? Website hosting * I understand that I may need to change my web hosting platform. In order to get the best results for you, we may suggest that you change your web hosting platform. Please confirm that this is acceptable by checking this box. 4) For social media management Which of these social media platforms do you have an account on? LinkedIn Twitter Instagram YouTube Facebook TikTok Snapchat Pinterest Reddit Quora Do you use any social media management tools? E.g., Buffer, Hootsuite, Tweetdeck… 5) For client / contact management Do you use a CRM for managing client and contact details? E.g., Salesforce, PipeDrive, Hubspot… CRM * I understand that I may need to change my CRM. In order to get the best results for you, we may suggest that you change your CRM platform. Please confirm that this is acceptable by checking this box. 6) For speaker management Do you currently use any apps to take online payments? E.g., Paypal, Stripe… Do you use any apps for handling foreign currency transactions? E.g., Wise, Revolut, Monese… What accounting software do you use? E.g., Xero, Sage, Freshbooks… What navigation, reservation and travel organiser apps do you use? If you are human, leave this field blank. SUBMIT
